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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
| CA | RA | APPROVED | 2024-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 09/2024 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 09/2018 | 09/2024 |
| San Diego State University | San Diego | CA | 08/2015 | 12/2018 |
| Trader Joes | La Jolla | CA | 10/2015 | 10/2017 |
| Montage On College | San Diego | CA | 10/2017 | 05/2018 |
| Lpl Financial | Mira Mesa | CA | 01/2018 | 05/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2019 | 09/2024 |
| Traction Wealth Management Llc | San Diego | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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